Cancelling a Transfer

Updated by Cheryl Wallace

A transfer can be cancelled if unreceived or partially received. Cancelling a transfer removes the outstanding In Transit Inbound and In Transit Outbound quantities for the part number and closes the transfer. Serialized items will be placed back in stock. Once the transfer is cancelled, it can no longer be received as nothing is outstanding.

If a single line on the transfer is to be removed or cancelled, this line can be closed. Click Closed to the right of the row on the Details tab and Save the change to the transfer. This prevents cancelling an entire transfer if there has been a change once the transfer document is created. If closing one or more line items leaves nothing to be received on the transfer, the transfer will be closed.
  1. Click Locations on the left side menu bar, then click Transfers.
  2. Look up the transfer.
  3. Click to set the Cancel flag. The Cancelled Date will populate with today's date and the Cancelled User will populate with the user currently logged in, displayed at the top right of the page.
  4. Click to finalize cancelling the transfer.

See also:

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